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  2. BRYAN FIFER INSURANCE AGENCY INC
Sponsor portfolio

BRYAN FIFER INSURANCE AGENCY INC

EIN 81-3452083-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$258K assets
Welfare
0
Participants
26
3724 WINTER GARDEN VINELAND RD - WINTER GARDEN, FL 34787407-614-2622
Plans on this EIN
2 filings
#001401k-$177K - 14 part#002CashBalance-$82K - 12 part

Retirement portfolio analytics

2 plans aggregated / $258K assets / 26 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • AGENCY INC 401(K) (#001)68%
  • CASH BALANCE PLAN (#002)32%
Total $258KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AGENCY INC 401(K) (#001)14
  • CASH BALANCE PLAN (#002)12
Total 26Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRYAN FIFER INSURANCE AGENCY INC 401(K) PLAN

401k

Assets$177K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRYAN FIFER INSURANCE AGENCY, INC. CASH BALANCE PLAN

CashBalance

Assets$82K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRYAN FIFER INSURANCE AGENCY INC 401(K) PLAN401k$177K142024
002BRYAN FIFER INSURANCE AGENCY, INC. CASH BALANCE PLANCashBalance$82K122024
Retirement plans
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